Setup
How do I set up workspaces for my used car dealer chat?
To set up workspaces for your used car dealership chat, log into Chatref and go to Workspaces in your account settings. Create a workspace for each department – like Sales, Service, and Finance. Build an AI agent inside every workspace, train it on that team’s docs, and embed the unique widget on relevant pages. Team members join workspaces to handle inquiries.
Why separate workspaces for your used car dealership
Workspaces let you run a clean, multi‑tenant setup that mirrors how your dealership actually operates. Instead of one chat widget fielding every question from “what’s the price on that SUV?” to “can I book a service appointment?”, you give each department its own space. This keeps used car inquiry distribution tidy, avoids crossover, and means every AI agent answers only from the documents and context of its team – a natural fit for automotive team management.
Step 1: Create dealership‑specific workspaces
From the Chatref dashboard, click Workspaces and hit New Workspace. Name it clearly (example: Sales Floor, Service Bay, Finance Office). Each workspace gets its own widget snippet, so later you can embed the Sales widget on your inventory pages and the Service widget on the maintenance booking page. Every Chatref account includes unlimited workspaces right from the start – no feature gates or per‑seat fees, just the pay‑as‑you‑go credit you top up when you need responses.
Step 2: Add and train AI agents inside each workspace
Inside every workspace, head to Agents and build a new one. Upload the knowledge that team relies on: vehicle pricing sheets, warranty notes, trade‑in guides for Sales; service menus, recall bulletins, and maintenance schedules for Service. The AI agent grounds every answer in those docs – no hallucinations, no guessing. Set the greeting and tone to match your dealership’s brand voice, and you have an automated team member that resolves repeat questions round the clock.
Step 3: Distribute used car inquiries across teams
Once your workspaces are set, used car inquiry distribution becomes straightforward:
- Place the Sales workspace widget on your vehicle listings and homepage.
- Place the Service workspace widget on the booking or service pages.
- Place any other workspace widget where customers typically ask those questions.
A single shopper can interact with different department agents as they move across your site – each agent answers from its own workspace knowledge. Team members see conversations in the shared inbox and can jump in with full context when a human touch is needed, exactly the way automotive team management should work.
FAQ
What are the steps to set up workspaces for a dealership?
Log into Chatref, open Workspaces from the sidebar, and create a workspace for each department (Sales, Service, Finance, etc.). Inside each workspace, build an AI agent and upload that team’s documents (pricing, service bulletins, FAQs). Copy the widget snippet and embed it on the right pages of your site. Invite team members to each workspace so they can monitor and take over chats when needed.
How can I manage used car inquiries across teams?
Create a dedicated workspace and AI agent for each team, trained on the knowledge that team uses daily. Put the Sales widget on your inventory and homepage, the Service widget on the booking page, and the Finance widget on the apply‑for‑financing page. Agents resolve common questions automatically, and the shared inbox lets any team member see and step into a conversation without losing context – giving you clean used car inquiry distribution without doubling staff.
Is there a free workspace tool for dealerships?
Yes. Every new Chatref account comes with $50 in free credit – no credit card required – and that credit never expires. You get unlimited workspaces, unlimited AI agents, and every feature (widget embedding, custom branding, lead capture, conversation inbox) on day one. There are no monthly plans, no per‑seat fees, and nothing locks after a trial ends. You only pay for the responses you use, making it a pay‑as‑you‑go workspace tool built for dealerships of any size.
Put this into practice
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